Unclaimed Profile

Joanna Christine Cryan Aiken

ENSO WEALTH MANAGEMENT, LLC·PETALUMA, California

SIE, Series 7, Series 55, Series 63, Series 66Clean record11 years registeredENSO WEALTH MANAGEMENT, LLC

11 FIFTH STREET, PETALUMA, CA 94952CRD# 2485909Firm CRD# 287882

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joanna Christine Cryan Aiken · PETALUMA, CA

Registration

CRD #2485909 · ENSO WEALTH MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

CHOREO, LLC

Jan 2023 – present

ENSO WEALTH MANAGEMENT, LLC

Feb 2021 – Jan 2023

Orinda, CA

ENSO WEALTH MANAGEMENT, LLC

May 2017 – Dec 2020

Lafayette, CA

ENSO WEALTH MANAGEMENT

Mar 2017 – May 2017

Lafayette, CA

EDWARD JONES

Nov 2014 – Feb 2017

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 55

Series 63

Series 66

Registration record

First registered · November 14, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ENSO WEALTH MANAGEMENT, LLC

CRD 287882 · SEC 801-110382

AUM

$1.8B

Regulatory assets under management

Employees

4,726 client accounts

Services offered by ENSO WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ENSO WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joanna Christine Cryan Aiken offer?

Joanna Christine Cryan Aiken specializes in Financial Planning, Investment Management. Contact their office in PETALUMA, California for a consultation.

What are Joanna Christine Cryan Aiken's credentials?

Joanna Christine Cryan Aiken is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joanna Christine Cryan Aiken located?

Joanna Christine Cryan Aiken is based in PETALUMA, California, working with ENSO WEALTH MANAGEMENT, LLC. Their office serves clients in the PETALUMA metropolitan area and surrounding communities.

How does Joanna Christine Cryan Aiken charge for services?

Joanna Christine Cryan Aiken's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENSO WEALTH MANAGEMENT, LLC?

ENSO WEALTH MANAGEMENT, LLC has approximately 26 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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